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Atherton Lane Advisors LLC.


Atherton Lane Advisers, LLC. is an independent, Federally Registered Investment Adviser based in Menlo Park, California. They offer the highest quality comprehensive wealth management and investment counseling services to private clients. They are client centric and value their relationship with each client.
 
Atherton Lane believes that successful investment programs are based upon thorough factual analysis and a complete understanding of client financial circumstances.
 
Atherton Lane Advisers is an independent investment management firm committed to excellence and integrity in advising their clients in all areas of life’s financial decisions. They are experienced and motivated professionals striving to anticipate the needs of their individual clients.
 
Atherton Lane strives to achieve superior investment results for each of their clients by implementing programs consistent with their individual goals, objectives and risk tolerance. Their primary investment focus is on asset allocation across a range of asset classes. Diversification is essential to their broad, global strategy and they employ a total return approach to investing.
 
At Atherton Lane they believe that dynamic, strategic asset allocation generates the most attractive risk adjusted returns over investment cycles. Flexibility is essential. They do not assume to dictate an investment strategy, but rather they look to the markets to present opportunities. As active managers, they strive to identify sustainable investment trends and determine how to benefit from them.
 
Atherton Lane works towards defining client objectives and risk tolerance and utilizing strategic insight, designs and constructs customized tax efficient portfolios. The firm does not manage any pooled funds. Rather, they serve as an investment counselor.
 
Individually developed portfolios are broadly diversified across asset classes and within asset sectors. Accounts are managed to the client specified objectives and as a result, range from conservative to aggressive. The Firm also assists clients in evaluating alternative investments, such as venture capital, private funds, foreign funds and real estate.
 
Atherton Lane works closely with clients and their attorneys to explore the range of applicable estate planning and estate tax reduction alternatives. They also discuss the status of personal annual gifting plans and the use of lifetime gift tax exclusions, as well as customized gifting plans such as Qualified Residential Property Trusts, Grantor Retained Interest Trusts and various Charitable Trusts. They invite open communication to define and achieve client goals, foster trust and develop long term relationships.

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